Wealth Head
Fisdom
8 - 14 years
Bengaluru
Posted: 25/08/2025
Job Description
JOB DESCRIPTION
Job Title: Team Leader
Reports To: Regional Head
Location/s: North/South/West/East
Role Summary:
If you love interacting with high-net worth people, and
maintaining strong long-term relationships, this is the position
for you!
The TL is a dynamic professional with experience in Business
Development, Portfolio Management & Client Relationship
Management in the Financial Services sector. (S)he would be
responsible for driving teams to exceed sales targets and
client relationship management by delivering the best
standards of services.(S)he would be helping the teams to
establish strong ties with them by designing & implementing
their financial plans; and then by ensuring that they receive
and execute on the right advice. (S)he would be a business
manager as he would be responsible for P & L of his team.
Preferred Banking, Financial Services, Broking
Responsible for development and management of respective
zone teams, comprising Team Leaders, RMS
Responsibilities: Handling a team of Relationship Managers/Sr. Relationship
Managers and planning and achieving Sales Targets for
Wealth Management products through the team by
motivating, Inspiring and providing guidance to the team to
keep the performance levels high
Maintaining profitability targets by ensuring good IRR and
cross sell
Identifying streams for revenue growth & developing
business plans to build consumer preference
Responsible for creation a client base in direct equity by
acquiring new Private Wealth / HNI Clients / Corporate
clients by interacting & developing rapport with all
external/internal constituents of client at all levels; for
maximum client retention & achievement of revenues
Monitoring client’s portfolio performance and rendering
sustained advisory services for securing high ROI
Proven track record of establishing systems/ procedures,
thereby contributing in a major way towards augmented
growth and profitability level
Fulfilling the compliance standards in Financial Planning,
Asset Allocation and Product Sales and managing
Delinquencies by ensuring proper Sales Process
Recruiting, training and ensuring seamless induction to the
newly joined team members and managing attrition within
the team
To ensure achievement of acquisition ,activation and other
Cross sell targets .To also ensure achievement of sub
targets within acquisition with a special focus on Premium
segment customers
To ensure achievement of business and revenue targets
attributed for the company.
Conduct performance reviews for effective monitoring and
measuring of results.
Qualifications: MBA/PGDM in Finance
Professional
Certifications: CFP, NISM, IRDA
Years of Experience:
8 – 12 years in Financial Industry pref. Broking/ Capital
Markets
Should preferably have sales experience with bank-
led/Private Wealth
Should have handled teams
Behavioural
Competencies:
Ability to inspire trust and confidence in clients and team
members
A thorough understanding of financial markets, their
behavior, movements and expectations with respect to
market
Excellent oral and written communication skills with clarity of
thought, speech and expression
Excellent interpersonal skills
Positive attitude, socially effective, high level of
perseverance and patience
Assertive & hard working
Result oriented
Technical Competencies:
Good Analytical Skills
Drive buying decision
Expertise in Building & Managing Teams
Manage Efficiency
Proficient in Excel and PPt skills
About Company
Fisdom is a fintech company that provides a platform for wealth management and investment solutions. It focuses on offering personalized financial products such as mutual funds, insurance, and goal-based financial planning tools to help individuals build wealth and secure their financial future. Fisdom aims to make wealth management accessible to everyone through technology.
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